Estate Planning

at school(s) in Canada or delivered online/live/on-site/by e-learning

Risk Management & Estate Planning
Course Format: Classroom
School/Trainer: Business Career College [All Courses]
Training Center(s)/Venue(s): Edmonton, Calgary, Toronto, Vancouver, Canada
Jobs & Resumes: Edmonton, Calgary, Toronto, Vancouver
Houses & Roommates: Edmonton, Calgary, Toronto, Vancouver

After completing this course, participants will be able to: · Assess and evaluate a client’s exposure to risk · Inform clients on property, life, disability, health and critical illness insurance · Explain the tax treatment of various forms of insurance · Identify and explain to clients the circumstances around when personal trusts or estate freezes are an appr......

Course description>>
 

This will be an introduction to laws pertaining to Estate Planning - succession on testacy and the essentials of a valid will; Probate and Administration of Estates; Family Disputes; Family Trusts; and Dependent children and Adults. Students will become familiar with language in the area of will and estate matters, procedures in handling the estate including preparation of final tax returns. S......

Course description>>
 

The College offers a Graduate Certificate Program in Estate Planning for students who complete the requirements of the following 3-hour courses: PFP515 Estate Planning (Part I) PFP516 Estate Planning (Part II) PFP580 Issues & Cases in Estate Planning PFP581 Estate Planning for Retirement Benefits ...

Course description>>
 

Estate planning is vital to a total financial plan, especially in your work with high-net-worth clients. This fifth course introduces you to the process of developing an estate plan. Topics covered include federal estate and gift taxation, techniques that reduce the size of a gross estate, wills, intestacy, probate, trusts, and more. Study topics include: Estate Planning Process & Goals M......

Course description>>
 

This course explores the paralegal’s role in estate planning. The requirements of creating enforceable wills and trusts will be covered, and study of resulting and constructive trusts will be provided. This is an accelerated course. You will be expected to spend an average of at least 8 hours per week reading and completing writing assignments. This course is the equivalent of at least......

Course description>>
 

Covers topics #68 - #89 of CFP Board’s Job Knowledge Requirements. Preservation of property and the ability to have that property meet clients’ long-term financial objectives for their beneficiaries is the focus of this course. Topics address the federal and state estate tax systems, and include taxes on transfers of wealth, gifts and bequests, trusts, and charitable transfers,etc.......

Course description>>
 

Pages:- 1 2
[ Workshops ] [ Online Courses ] [ Corporate Training ] [ Topics ] [ Locations ] [ Schools ] [ Job Seekers ]

Dear Visitor: You are strongly recommended to bookmark this page and come back later, since new course may be available anytime. Click to Proceed>>